Listening to Learn

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Listening to Learn

• Larry Edgerton, CPA
• TSCPA Chairman

2
Listening to Learn

• Primary way we learn
• We do it at 125-250 words per minute
• Its why God gave us two ears and only one mouth!

3
Strategic Plan

• Four Primary Objectives
• Increase membership market share
• Position as source that provides/links members to
  services resources
• Advocate for CPA interests via RL
• Promote profession CPA image

4
Created Bylaws Task Force

• Bylaws need to reflect changing times
• Will develop recommendations for Executive Board
  consideration and presentation at Midyear Board
  Meeting in January
• Board must approve proposed bylaw changes

5
Bylaws Task Force, con.

• Any proposed revisions will be voted on by
  members at 2006 Annual Meeting
• Submit ideas and suggestions to task force
  members
• Task force led by Bob Sweeney, CPA

6
TSCPA Office Location

• Lease on current space expires in May
• Task force selected broker
• Initially visited 10 buildings, narrowed to five
  for an RFP
• Now, down to three for negotiation
• Hope to execute new 10-year lease soon
• All buildings within five minutes of current
  location

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Program Plans for 2005-06Financial Literacy

• New employee enrichment program to provide
  educational materials to Texas companies
• Opportunity for BI member involvement
• Components include
• Articles for employee newsletters
• Lunch break online chats with CPAs

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Financial Literacy, con.

• Promote town hall meeting format to Texas
  legislators for use with their constituents
• Redesign bilingual consumer Web site
• Develop more checklists/tip sheets
• Continue collaborative relationships with
  similar-purpose organizations

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Program Plans for 2005-06Membership

• Student membership will again be a focus of our
  recruitment efforts
• Free membership program to continue
• TSCPA outreach to never-been-a-member CPAs
  certified within last five years
• Recruitment needs to happen locally
• Personal invites from TSCPA members

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Program Plans for 2005-06Regulatory Legislative

• Waiting for fall Supreme Court ruling on school
  finance?
• Gov. Perry calls special session
• TSCPA will notify members via e-blasts, weekly
  updates in Viewpoint.tscpa and the new blog

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Regulatory Legislative, con.

• Other TSCPA Governmental Affairs assets
• Valuable Key Person Program volunteers
• Capable regulatory and legislative staff in
  Austin
• Strong relationship with the Texas State Board of
  Public Accountancy

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Program Plans for 2005-06CPE

• Triple Play Discount Program and new Early Bird
  Conference Discounts for members
• CPE Personal Assistant provides online tool for
  CPE tracking
• Collaboration with AICPA and other state CPA
  societies to co-sponsor several CPE conferences

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Program Plans for 2005-06Communications

• Newly redesigned TSCPA Web site
• Rollout in late summer 2005
• Improved navigation and intuitive design

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Communications, con.

• Specialized online resources and e-newsletters
  for members
• Public Practice Center and Business Industry
  Center
• NEW! Accounting Educator and Governmental
  Accounting Auditing communities
• NEW! Public Practice E-News and Business
  Industry E-ssentials

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Program Plans for 2005-06External Relations

• Image advertising matching funds and media
  training will again be offered to chapters
• National research shows CPA professions image
  ranked favorably among business decision makers
• Speakers Bureau to be promoted
• ACE Program will keep sending members into
  classrooms

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Program Plans for 2005-06Professional Issues

• Will continue to advocate for Social Security and
  Medicare reform
• GAAP Task Force created to provide input on
  concept of differential standards
• Will continue to work with State Board

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Conclusion

• Hearing your viewpoints on professional issues
  and TSCPA initiatives will be focus of my term
• I look forward to working with you and listening
  to learn!